Technology
Mixed
Volatility: 1/5
McKinsey: 32% of companies skipped buying new software this year and built it with agents instead
September 14, 2026
·
Reddit r/artificial
·
55% confidence
Summary
McKinsey survey claims 32% of firms built software with AI agents rather than buying off-the-shelf.
AI Analysis
Zero-score, zero-comment post in r/artificial, so negligible retail traction. Thesis is bearish for seat-based SaaS budgets and bullish for AI coding/agent infra, but it is survey-based speculation with no verifiable budget data. Too quiet to drive price action.
Direction
Mixed
Volatility
1/5 - Very Low
AI Confidence
55%
Likely Winners
NVDA (Nvidia)
MSFT (Microsoft)
GOOGL (Alphabet)
PLTR (Palantir)
Likely Losers
CRM (Salesforce)
NOW (ServiceNow)
WDAY (Workday)
HUBS (HubSpot)